Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,941 | $202,342-56.0% | $172,752-48.5% | $152,897-41.8% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 21.63% | 1029.83%-1008.2pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $9,661 | $5,858+64.9% | $5,144+87.8% | $4,764+102.8% |
| Participant deferral / active EE | $5,833 | $5,948-1.9% | $5,198+12.2% | $5,851-0.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |